Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,017 | $174,379-7.7% | $152,093+5.9% | $138,895+15.9% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 13.71% | 74.86%-61.2pp | 66.36%-52.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | -$1,595 | $4,652-134.3% | $4,175-138.2% | $4,194-138.0% |
| Participant deferral / active EE | $2,100 | $6,159-65.9% | $5,451-61.5% | $6,396-67.2% |
| Admin fee / account holder | $2,675 | $16,880-84.2% | $14,497-81.6% | $12,562-78.7% |